Essential Tax Forms for 401k and IRA: Complete 2026 Filing Guide
My 1099-R just arrived in the mail, which means tax season is officially here. I immediately forwarded it to my CPA, but not before reviewing...
New fund
Added international exposure. Diversifying.
Goal check
Seventy percent to target. Getting there.
Market dip
Down two percent. Staying the course.
Dividend paid
Quarterly deposit arrived. Reinvested.
Vesting update
Another year closer to fully vested.
Contribution max
Hit the limit for the year. Feels good.
Advisor meeting
Thirty minutes. Mostly just confirming the plan.
Roth conversion
Did a partial this year. Tax hit manageable.
RMD calculated
Numbers for next year ready.
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